We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
Omnicell Q1 EPS jumped 111.5% to 55 cents, beating estimates; revenues rose 15% to $310M.
OMCL growth driven by connected devices, services, SaaS and consumables strength.
Omnicell's margin expanded 416 bps to 45.3%, with operating profit rebounding from a prior loss.
Omnicell, Inc. (OMCL - Free Report) reported first-quarter 2026 adjusted earnings per share (EPS) of 55 cents, up 111.5% year over year. The metric beat the Zacks Consensus Estimate by 67.94%.
Adjustments include one-time expenses like share-based compensations, the amortization of acquired intangibles, acquisition-related expenses, executive transition costs and others.
GAAP earnings were 25 cents per share in the quarter under review compared to a loss of 15 cents in the prior-year quarter.
OMCL’s Revenue Details
Revenues in the first quarter totaled $310 million, up 15% year over year. This was driven by strength in the connected devices offerings, as well as increases in technical services, SaaS and Expert Services, and consumables revenues. The figure beat the Zacks Consensus Estimate by 2.2%.
On a segmental basis, Product revenues rose 20.4% year over year to $174.8 million in the reported quarter. Service revenues climbed 8.5% year over year to $135.1 million.
Following the earnings announcement on April 28 pre-market, OMCL shares rose 20.9% to end the session at $45.51.
OMCL’s Operational Update
In the quarter under review, the gross profit rose 26.5% to $140.4 million. The gross margin expanded 416 basis points (bps) to 45.3% despite a 6.8% rise in the cost of revenues.
Operating expenses were $123.5 million in the first quarter, up 0.8% year over year. The operating profit in the quarter totaled $16.8 million compared to an operating loss of $11.6 million in the year-ago quarter.
OMCL’s Financial Update
Omnicell exited the first quarter of 2026 with cash and cash equivalents of $239.2 million compared with $196.5 million at the end of 2025.
The cumulative cash flow provided by operating activities at the end of the first quarter was $54.5 million compared with $25.9 million in the comparable period last year.
Omnicell’s 2026 Outlook
For full-year 2026, the company continues to expect revenues in the range of $1.215-$1.255 billion. Within this, Product revenues are expected within $690-$710 million and Service revenues in the range of $525-$545 million. The Zacks Consensus Estimate for total revenues is pegged at $1.24 billion.
Adjusted EPS for the full year is expected between $1.80 and $2.00, up from the previous $1.65-$1.85 range. The Zacks Consensus Estimate for the same is pegged at $1.77.
For the second quarter of 2026, Omnicell expects $307-$313 million in total revenues, comprising Product revenues of $174-$177 million and Service revenues of $133-$136 million. The Zacks Consensus Estimate for the second-quarter revenues stands at $309.6 million.
Adjusted EPS for the second quarter is expected between 40 cents and 48 cents. The Zacks Consensus Estimate for the same is pegged at 41 cents.
Our Take on OMCL Stock
Omnicell ended the first quarter of 2026 with both earnings and revenues beating estimates. The metrics were also up on a year-over-year basis. Results reflected strong execution across the business, supported by demand for the company’s connected device portfolio and solid performance across the core points of care solutions. Customer engagement is also underway for Omnicell Titan XT, following its introduction at the ASHP. The expansion of the gross margin in the quarter is also promising, backed by a favorable mix and execution improvements across both products and services.
OMCL’s Zacks Rank and Other Key Picks
Omnicell currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , Intuitive Surgical (ISRG - Free Report) and Phibro Animal Health (PAHC - Free Report) .
Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported fourth-quarter 2025 adjusted EPS of $1.28, which surpassed the Zacks Consensus Estimate by 20.8%. Revenues of $826.4 million beat the Zacks Consensus Estimate by 4.9%. You can see the complete list of today’s Zacks #1 Rank stocks here.
GMED has an earnings yield of 4.7% compared to the industry’s negative 1.4% yield. The company topped earnings estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 18.79%.
Intuitive Surgical,carrying a Zacks Rank #2 at present, posted first-quarter 2026 adjusted EPS of $2.50, exceeding the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion topped the Zacks Consensus Estimate by 6.2%.
ISRG has an earnings yield of 2.1% compared to the industry’s negative 0.9% yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 16.82%.
Phibro Animal Health,carrying a Zacks Rank #2 at present, posted second-quarter fiscal 2026 adjusted EPS of 87 cents, exceeding the Zacks Consensus Estimate by 27.01%. Revenues of $373.9 million outperformed the Zacks Consensus Estimate by 4.72%.
PAHC has an estimated long-term earnings growth rate of 21.5% compared with the industry’s 12.1% growth. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 20.15%.
Zacks' 7 Best Strong Buy Stocks (New Research Report)
Valued at $99, click below to receive our just-released report
predicting the 7 stocks that will soar highest in the coming month.
View the Zacks #1 Rank List
Image: Bigstock
Omnicell Q1 Earnings & Revenues Top, Stock Up, Gross Margin Rises
Key Takeaways
Omnicell, Inc. (OMCL - Free Report) reported first-quarter 2026 adjusted earnings per share (EPS) of 55 cents, up 111.5% year over year. The metric beat the Zacks Consensus Estimate by 67.94%.
Adjustments include one-time expenses like share-based compensations, the amortization of acquired intangibles, acquisition-related expenses, executive transition costs and others.
GAAP earnings were 25 cents per share in the quarter under review compared to a loss of 15 cents in the prior-year quarter.
OMCL’s Revenue Details
Revenues in the first quarter totaled $310 million, up 15% year over year. This was driven by strength in the connected devices offerings, as well as increases in technical services, SaaS and Expert Services, and consumables revenues. The figure beat the Zacks Consensus Estimate by 2.2%.
On a segmental basis, Product revenues rose 20.4% year over year to $174.8 million in the reported quarter. Service revenues climbed 8.5% year over year to $135.1 million.
Following the earnings announcement on April 28 pre-market, OMCL shares rose 20.9% to end the session at $45.51.
OMCL’s Operational Update
In the quarter under review, the gross profit rose 26.5% to $140.4 million. The gross margin expanded 416 basis points (bps) to 45.3% despite a 6.8% rise in the cost of revenues.
Omnicell, Inc. Price, Consensus and EPS Surprise
Omnicell, Inc. price-consensus-eps-surprise-chart | Omnicell, Inc. Quote
Operating expenses were $123.5 million in the first quarter, up 0.8% year over year. The operating profit in the quarter totaled $16.8 million compared to an operating loss of $11.6 million in the year-ago quarter.
OMCL’s Financial Update
Omnicell exited the first quarter of 2026 with cash and cash equivalents of $239.2 million compared with $196.5 million at the end of 2025.
The cumulative cash flow provided by operating activities at the end of the first quarter was $54.5 million compared with $25.9 million in the comparable period last year.
Omnicell’s 2026 Outlook
For full-year 2026, the company continues to expect revenues in the range of $1.215-$1.255 billion. Within this, Product revenues are expected within $690-$710 million and Service revenues in the range of $525-$545 million. The Zacks Consensus Estimate for total revenues is pegged at $1.24 billion.
Adjusted EPS for the full year is expected between $1.80 and $2.00, up from the previous $1.65-$1.85 range. The Zacks Consensus Estimate for the same is pegged at $1.77.
For the second quarter of 2026, Omnicell expects $307-$313 million in total revenues, comprising Product revenues of $174-$177 million and Service revenues of $133-$136 million. The Zacks Consensus Estimate for the second-quarter revenues stands at $309.6 million.
Adjusted EPS for the second quarter is expected between 40 cents and 48 cents. The Zacks Consensus Estimate for the same is pegged at 41 cents.
Our Take on OMCL Stock
Omnicell ended the first quarter of 2026 with both earnings and revenues beating estimates. The metrics were also up on a year-over-year basis. Results reflected strong execution across the business, supported by demand for the company’s connected device portfolio and solid performance across the core points of care solutions. Customer engagement is also underway for Omnicell Titan XT, following its introduction at the ASHP. The expansion of the gross margin in the quarter is also promising, backed by a favorable mix and execution improvements across both products and services.
OMCL’s Zacks Rank and Other Key Picks
Omnicell currently carries a Zacks Rank #2 (Buy).
Some other top-ranked stocks from the broader medical space are Globus Medical (GMED - Free Report) , Intuitive Surgical (ISRG - Free Report) and Phibro Animal Health (PAHC - Free Report) .
Globus Medical, currently sporting a Zacks Rank #1 (Strong Buy), reported fourth-quarter 2025 adjusted EPS of $1.28, which surpassed the Zacks Consensus Estimate by 20.8%. Revenues of $826.4 million beat the Zacks Consensus Estimate by 4.9%. You can see the complete list of today’s Zacks #1 Rank stocks here.
GMED has an earnings yield of 4.7% compared to the industry’s negative 1.4% yield. The company topped earnings estimates in three of the trailing four quarters and missed on one occasion, the average surprise being 18.79%.
Intuitive Surgical,carrying a Zacks Rank #2 at present, posted first-quarter 2026 adjusted EPS of $2.50, exceeding the Zacks Consensus Estimate by 20.2%. Revenues of $2.77 billion topped the Zacks Consensus Estimate by 6.2%.
ISRG has an earnings yield of 2.1% compared to the industry’s negative 0.9% yield. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 16.82%.
Phibro Animal Health,carrying a Zacks Rank #2 at present, posted second-quarter fiscal 2026 adjusted EPS of 87 cents, exceeding the Zacks Consensus Estimate by 27.01%. Revenues of $373.9 million outperformed the Zacks Consensus Estimate by 4.72%.
PAHC has an estimated long-term earnings growth rate of 21.5% compared with the industry’s 12.1% growth. The company’s earnings outpaced estimates in each of the trailing four quarters, the average surprise being 20.15%.